Filings through .
Filed July 19, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $30,387 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,215 |
Service code 27 511 N BROADWAY STE 801 · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,174 |
14 funds of $250K or more; 27 lines in all, holding $16.2M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $7.0M | 43.1% |
| Blackrock 80/20 Target Allocation Fund Institutional Shares BlackRock · Mutual fund | $3.8M | 23.5% |
| Columbia Global Technology Growth Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $1.0M | 6.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $787K | 4.9% |
| AB Large Cap Growth Fund Adv AllianceBernstein · Mutual fund | $633K | 3.9% |
| Blackrock 60/40 Target Allocation Instl BlackRock · Mutual fund | $516K | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $382K | 2.4% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $373K | 2.3% |
| Blackrock 40/60 Target Allocation Fund BlackRock · Mutual fund | $204K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $189K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.